See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,694 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,496 | $78,483-34.4% | $106,201-51.5% | $74,546-30.9% |
| Participation rate | 88.2% | 72.8%+15.4pp | 75.3%+12.9pp | 67.2%+21.0pp |
| Annual return | 18.08% | 15.94%+2.1pp | 116.26%-98.2pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $297 | $2,522-88.2% | $3,170-90.6% | $2,624-88.7% |
| Participant deferral / active EE | $2,746 | $4,320-36.4% | $5,012-45.2% | $4,347-36.8% |
| Admin fee / account holder | $21 | $2,236-99.1% | $11,039-99.8% | $1,944-98.9% |